· You must assign each provider a unique, four-character, alphanumeric ID. You can use initials or other codes, such as DOC1, DDS1, HYG1, and so on.
· You cannot change a Provider ID once you set it up.
· You cannot delete providers once you create them; however, you can inactivate them.
· You can filter information according to a range of providers in certain reports. Alphabetize your providers so that you can use these ranges effectively for these reports.
· You can create up to 250 providers.
To edit a provider’s information
1. In the Office Manager, click Maintenance, point to Practice Setup, and then click Practice Resource Setup.
The Practice Resource Setup dialog box appears.
2. Select the provider whose information you want to edit from the list, and click Edit.
The Provider Information dialog box appears.
3. As appropriate, change one or more of the following:
· Name - Type the provider’s last and first names and middle initial.
· ID - Once you create a provider, you cannot edit the provider’s ID.
· Title - Type the provider’s professional title, such as DDS, DMD, or RDH.
· Specialty - Select the provider’s specialty from the list.
· Address - Type the provider’s business address.
· Phone - Type the provider’s business telephone number and extension.
· Assigned Operatories - Select the operatories that the provider uses most often.
· Class - Select Primary for providers, such as dentists, or Secondary for providers, such as hygienists.
· E-mail - Type the provider’s email address.
· Provider ID - Click to change the provider’s insurance ID.
· Insurance Claim Options - Select Print Provider’s Signature to avoid having to sign each printed insurance claim, and then select "Signature On File" or Provider’s Name.
· Electronic Rx User - Click to allow the provider to write prescriptions electronically.
· Fee Schedule - Click the search button to select a fee schedule different from your practice's usual fee schedule.
· SS # - Type the provider's number.
· State ID # - Type the provider’s state ID number.
· State - Type the two-digit postal code for the state the provider is licensed in.
· State License Expiration - Type the expiration date of the provider’s state license.
· TIN # - Type the provider’s Taxpayer Identification Number.
Note: The provider name, address, Social Security number, TIN, state ID number, and phone number print on insurance claims.
· Medicaid # - Type the provider’s Medicaid number.
· DEA # - Type the provider’s DEA ID number.
· DEA License Expiration - Type the expiration date of the provider’s DEA license.
· DEA Schedule - Select the appropriate schedule.
· NPI - Type the provider’s National Provider Identifier number issued by the Centers for Medicare and Medicaid Services (CMS).
· Specialized insurance claim IDs - Select the appropriate option, and then type the appropriate claim ID.
· Provider # - Type the provider’s provider number.
· Office # - Type the provider’s office number.
· Medicare # - Type the provider’s Medicare number.
· Other ID # - Type the provider’s other insurance ID.
· UPIN # - Type the provider’s unique physician identifier number.
· Controlled Substance # - Type the provider’s controlled substance number.
4. Click OK.